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DDDD

DuPont de Nemours, Inc.

$DD·$19B·Chemicals·Basic Materials
$134.59-1.7%1Y+41.5%
Mentions · last 7 days
2026-08-22: 6 posts80+8%
Price updated 10h ago·X counts updated 9d ago
DDDD
$DDDuPont de Nemours, Inc.
$134.60-1.74%80 posts+8%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

DuPont with a Q2 EPS beat and specialty-materials strength — quality chemical compounder waiting on the Electronics spinoff execution.

DuPont de Nemours is a specialty-materials and chemicals company — Electronics (semiconductor materials), Water & Protection (Tyvek, Kevlar), plus Industrial Solutions. The setup is a real-business quality name coiled around portfolio-simplification execution.

  • The Q2 print was strong: EPS came in at $1.88 vs a $1.76 consensus (a ~7% beat), revenue at $1.82B was down -44% YoY (reflecting the divestitures and separations that are ongoing), and the sell side models FY26 EPS at ~$7.23 rising to ~$8.66 in 2028 — the trailing 309x P/E is a distortion of the restructuring accounting; the forward P/E is 19x on 2026, which is genuinely reasonable.
  • The Electronics strength is the specific catalyst: Tyvek IsoClean garments expansion in cleanrooms, MemCor MBR System chosen for a major Australian plant upgrade, and DuPont Direct Lithium Extraction Team named 2026 Sustainability Squad — three concrete product-and-project wins across specialty segments; end-market demand is described as stable.
  • The insider signal is neutral: Chairman Edward Breen made a 34,485-share Gift on August 17 (routine estate planning), and officers Ferreira and Barber posted small F-InKind post-vest tax-withholding — no meaningful open-market sales or buys, which is the normal DD pattern.

The setup is a real-business quality specialty-chemicals compounder coiled around Electronics segment strength plus the Water franchise — the November 5 Q3 print is the referee, and the market needs continued Electronics segment growth plus updated portfolio-simplification color. A clean beat plus updated segment margins extends the coil up toward $150; a soft Electronics print or a fresh restructuring charge cools the tape from current levels.

What to watch: The November 5 Q3 earnings — need continued Electronics segment growth, updated portfolio-simplification color, and reiterated FY26 EPS guide toward the $7.23 consensus. A soft Electronics print or a fresh restructuring charge cools the tape from current levels; a clean beat plus updated segment margins extends the coil up toward $150.

On the calendar: 2026-11-05 — Q3 earnings

sentiment ticker mismatch

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment25 posts analyzed · as of 2026-08-31

Chatter is quiet on the DuPont side and dominated by two unrelated tickers sharing the symbol — the DigiByte-native 'DigiDollar' stablecoin and a small Solana memecoin also trading as $DD. Community posts around the DigiDollar are effusive about locks, listings and self-custody framing, while DuPont de Nemours surfaces only once, as one of the 'Oldest Companies in the S&P 500.'

Read the AI verdict + X sentiment for $DD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Advanced materials and specialty chemicals company supplying semiconductor, industrial, and water solutions to global manufacturers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals sits in its cycle right now — and what that implies for $DD.

Chemicals · Basic Materials

Basic chemical volumes follow industrial production PMI; inventory restocking cycles are the near-term swing factor. Energy feedstock costs (natural gas / naphtha) drive margin direction more than demand at this stage of the cycle.

What this means for $DD

Partial — semiconductor exposure exists but product mix may not fully align with the AI capex driver; DuPont de Nemours, Inc.

Industry benchmark

4-name peer basket
-3.0%YTD
-22.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
309.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$1.88$1.76+6.8%
Q1 2026May 5, 2026$1.65$0.49+238.0%
Q4 2025Feb 10, 2026$1.38$1.29+7.0%
Q3 2025Nov 6, 2025$3.27$0.47+602.3%
Next earningsThu, Nov 5·consensus EPS $1.87

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.8B-44.2%35.1%14.1%$1.06$245.0M
Q1 FY26$1.7B-45.2%35.8%11.1%$1.17$130.0M
Q4 FY25$1.7B-45.2%31.1%13.4%$-0.90$221.0M
Q3 FY25$3.1B+7.3%35.0%17.8%$-0.87$532.0M

Forward consensus

4-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.2B$7.1B – $7.2B$7.23$7.09 – $7.4211
FY27$7.4B$7.4B – $7.5B$7.95$7.64 – $8.2511
FY28$7.7B$7.6B – $7.9B$8.66$8.21 – $9.5011
FY29$8.1B$7.9B – $8.1B$9.60$9.42 – $9.735

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-1.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 134.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.095-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 2Lori KochCEO261 sh$13K
+ 22 other (12 awards · 9 inkinds · 1 gift) in window

See when $DD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KCharter amendmentJun 248-K — Item 3.03 · Item 5.03: Charter amendment
AI summary

DuPont de Nemours (DD) effected a 1-for-3 reverse stock split of its common stock at 12:01 a.m. Eastern Time on June 24, 2026, reducing authorized shares by a corresponding ratio, pursuant to stockholder approval on May 21, 2026 and Board authorization on May 26, 2026. The reverse split was implemented via a Certificate of Amendment to the Third Amended and Restated Certificate of Incorporation filed with the Delaware Secretary of State, followed immediately by a restated certificate. DuPont's common stock continues trading on the NYSE under the ticker 'DD' but with a new CUSIP number of 26614N 201. The filing disclosed no change in the registered name, exchange listing, or underlying business operations.

8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
8-KOfficer or director changeApr 158-K — Item 5.02: Officer or director change
8-KPress release / Reg FDMar 168-K — Item 7.01: Press release / Reg FD
+ 17 other (3 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Flow Cleanrooms & Supply Expands Availability of DuPont™ Tyvek® IsoClean® and Dupont™ Tyvek® 400 Garmentsglobenewswire.com·12d ago4 Diversified Chemical Stocks to Gain Amid Stable End-market Demandzacks.com·14d agoDD's MemCor MBR System Chosen for Major Plant Upgrade in Australiazacks.com·15d agoDuPont Direct Lithium Extraction Team Named 2026 Sustainability Squad by Business Intelligence Groupprnewswire.com·19d agoAustralia's Largest Inland Wastewater Treatment Facility Selects MemCor™ MBR System for Expansionprnewswire.com·21d ago

In themes

Explore the broader themes this ticker is being talked about under.

Semiconductor OnshoringAdvanced Packaging & AI Interconnect

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